Dynamic Access List

Mike_Bowman — Mon, 29 Jun 2009 11:18:05 GMT

My sales force is organised into a number of teams and I use team membership to limit each team to view only their allocated range of contacts.

The problem I have is that when new contacts are added to the database I have to remember to manually update the Access List to assign the new contact to the correct sales team and 'hide' it from the other teams.

What I'd like to see is a way to automatically update Access Lists depending upon a value in a field in a similar way to Dynamic Group / Company Membership.

So, for example, if a sales person belongs to Team "A" and a new contact is created that is allocated to Team "A", the Access List should be automatically updated so the contact can be viewed by Team "A" only and is hidden from all other teams.

Re: Dynamic Access List

gleo — Thu, 30 Jul 2009 18:48:08 GMT

The ability in ACT! to do this is already there. Look in Preferences | Startup | Record Creation button